PPM Administrator Help System

Users General Tab

Use this tab to define the general details on a user record.

After you click the + New User option on the form to add a new user, enter information in the fields on this tab and click Save. To edit information on this tab after you save a new record, hover over a field name and enter or select a new value or use the edit dialog box to make changes. After the appropriate fields update, save the record. Required fields have a red star and must be populated before saving.

Field Description
First Name Enter or modify the user's first name. You can enter up to 50 alphanumeric characters, including spaces.

For new users, when you click Save, the names entered in the First Name and Last Name fields combine to form the Full Name field. In addition, the first and last names display in a single line below the Users Detail View heading.

Last Name Enter or modify the user's last name. You can enter up to 50 alphanumeric characters, including spaces.

For new users, when you click Save, the names entered in the First Name and Last Name fields combine to form the Full Name field. In addition, the first and last names display in a single line below the Users Detail View heading.

User ID Enter the current user’s unique ID. You can enter up to 20 alphanumeric characters, including spaces.

Once you create and save the USER ID for a user, you can no longer change it.

Authorized Control Countries Enter the country for which the user can view data. You can input a search keyword, and the application will filter the available options accordingly.

If the Enable Control Country option is selected on the System Settings tab and the user is assigned to a group, the user must have at least one authorized country that matches the value in the Group Authorized Control Country field on the Groups General tab.

When changes are made to ACC assignments in PPM Administrator, such as updating user or group ACC assignments on the Users General tab or Groups General tab, these changes are not automatically reflected in the PPM product's access control list (ACL). To validate and update the project’s ACL based on the latest ACC assignments in PPM Administrator, you must log into your product and manually add or remove the affected users or groups from the project’s ACL. This step ensures that the product's ACL aligns with the latest ACC configuration in PPM Administrator.

Note: You cannot assign control countries to the SYSADMIN user. The Authorized Control Countries field is always disabled when viewing or editing SYSADMIN on the Users form.
Email Enter or modify the user's email address. You can enter up to 60 alphanumeric and special characters, including spaces. By default, this field is blank.

Make sure each email address is unique except for SYSADMIN. If you provide the email address, your Deltek application recognizes it for email and paging functions. In addition, the email address serves as an identifier that can be used for Windows Authentication.

Note: The SYSADMIN account can have duplicate email addresses.
Manager Enter the user's manager from the list of available users, which you can access by clicking the drop-down arrow.
To easily find a user, you can use the Search option at the bottom of the list. Selecting Search displays the User Search dialog box.
  • To refine the results of your search, you can click Filter in the dialog box.
  • Clicking the Select Record button selects the highlighted user and returns you to the main page.

This field is optional; however, it is used in workflows and when reassigning ownership of entities if the user is deleted.

Alternate Manager You can select an alternate manager in a list of available users, which you can access by clicking the drop-down arrow .

To easily find a user, you can use the Search option at the bottom of the list. Selecting Search displays the User Search dialog box.

  • To refine the results of your search, you can click Filter in the dialog box.
  • Clicking the Select Record button selects the highlighted user and returns you to the main page.
Department This field is optional. Enter or modify the name of the department to which the user belongs.

You can enter up to 50 alphanumeric characters, including spaces.

Location This field is optional. Enter or modify the user’s primary location. You can enter up to 50 alphanumeric and special characters, including spaces.
Primary Role

A user's primary role defines the operations a user can perform, such as update baselines, set budget equal to actual costs, and update data. You assign each user to a primary role, such as CAM, analyst, or project manager. Often, the primary role indicates if a menu option is enabled/disabled or invisible.

You can override the primary role if the user has a different role on another project.

Delegate My Assignments To Select a user to whom you want to delegate your workflow assignments. When a workflow step starts, the system will check whether or not an assignee on the step is delegating their assignments. If they are, the system creates an assignment for the assignee and for the delegate. Assigning a delegate does not change existing assignments.
To easily find a user, you can use the Search option at the bottom of the list. Selecting Search displays the User Search dialog box.
  • To refine the results of your search, you can click Filter in the dialog box.
  • Clicking the Select Record button selects the highlighted user and returns you to the main page.
  • Toggle Activate/Deactivate to turn on or off the user delegate.
Notes Enter or modify notes about a user.

You can enter up to 250 alphanumeric and special characters, including spaces.

Attention: For more information about the common buttons and options and how they function, see Learning the Basics.